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WealthShield Partners, LLC: STIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthShield Partners, LLC on STIP, newest first. How the timeline and the estimate are built.

WealthShield Partners, LLC held 8,001 STIP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,001 shares
    Change vs previous 13F +5,013 shares

    0.13% of the 13F portfolio, value $817,359.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,988 shares
    Change vs previous 13F +85 shares

    0.03% of the 13F portfolio, value $309,025.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,903 shares
    Change vs previous 13F -9,395 shares

    0.03% of the 13F portfolio, value $297,215.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,298 shares
    Change vs previous 13F +440 shares

    0.14% of the 13F portfolio, value $1,271,121.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,858 shares
    Change vs previous 13F +9,232 shares

    0.15% of the 13F portfolio, value $1,220,307.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,626 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $271,712.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).